Alvin Wolcott
Apex Tax & Financial Planning · Kent, Washington
Alvin Wolcott is a fee-only financial advisor at Apex Tax & Financial Planning in Kent, Washington, who holds the CFP credential. Apex Tax & Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Alvin →
Facts
| Firm | Apex Tax & Financial Planning |
|---|---|
| Based in | Kent, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2792237 |
| Exams passed | Series 63 (1996) · Series 65 (2009) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Alvin's firm compares
- Apex Tax & Financial Planning's average account is about $361,000, from its Form ADV (assets managed divided by 67 accounts).
Request an introduction to Alvin
Tell Alvin a little about what you're looking for. Alvin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alvin
Is Alvin Wolcott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alvin holds no broker registration, and Apex Tax & Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alvin charge for financial advice?
Alvin's firm, Apex Tax & Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alvin Wolcott based?
Alvin Wolcott is based in Kent, Washington.
What credentials does Alvin Wolcott hold?
Alvin Wolcott holds the CFP credential.
Is Alvin Wolcott registered with the SEC?
Yes. Alvin Wolcott is registered as an investment adviser representative in WA (CRD 2792237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apex Tax & Financial Planning manage?
Apex Tax & Financial Planning reports $24.2M across 67 accounts in assets under management.
How do I contact Alvin Wolcott?
Contact details aren't on file yet. Search for Apex Tax & Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.